Houlihan Lokey
416 hedge funds and large institutions have $7.19B invested in Houlihan Lokey in 2024 Q2 according to their latest regulatory filings, with 56 funds opening new positions, 137 increasing their positions, 158 reducing their positions, and 37 closing their positions.
376% more call options, than puts
Call options by funds: $7.12M | Put options by funds: $1.5M
51% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 37
6% more capital invested
Capital invested by funds: $6.81B → $7.19B (+$380M)
4% more funds holding
Funds holding: 401 → 416 (+15)
0.49% less ownership
Funds ownership: 101.94% → 101.46% (-0.49%)
13% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 158
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$65.4M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$46.7M |
| 3 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
+$14M |
| 4 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
+$13.9M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$13.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$39.8M |
| 2 |
Jennison Associates
New York
|
-$29M |
| 3 |
Morgan Stanley
New York
|
-$23.5M |
| 4 |
ClearBridge Investments
New York
|
-$10.5M |
| 5 |
EA
Emerald Advisers
Leola,
Pennsylvania
|
-$10.1M |
HLI Hedge Fund Activity: Q2 2024 in Review
416 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in Houlihan Lokey (HLI) for Q2 2024, worth a combined $7.19B — up 5.6% from $6.81B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new HLI positions and 37 closed out — a net gain of 19 holders — while 137 added to existing stakes and 158 trimmed.
The largest buyer was Millennium Management, adding an estimated $65.4M. The largest seller was Burgundy Asset Management, cutting an estimated $39.8M.
- 416 institutional investors held Houlihan Lokey (HLI) as of Q2 2024, up from 401 in Q1 2024.
- Funds reported $7.19B of Houlihan Lokey stock for Q2 2024, up 5.6% quarter-over-quarter.
- 56 funds opened new Houlihan Lokey positions in Q2 2024 and 37 closed out, a net change of +19 holders.
- The largest Houlihan Lokey buyer in Q2 2024 was Millennium Management, an estimated $65.4M added.
- The largest Houlihan Lokey seller in Q2 2024 was Burgundy Asset Management, an estimated $39.8M sold.
Based on aggregated 13F filings for Q2 2024.